Financial Advisor Specialising in Health

3 weeks ago


Cape Town, South Africa ATripleA Recruitment and Temps Full time
Role Purpose:
The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Qualifications and Requirements:
Matric / equivalent.
Meet FAIS requirements based on DOFA date (if applicable).
Hold an FSCA-approved qualification (if applicable).
Relevant regulatory examinations (RE5) if currently working in the financial services industry.
Experience levels will vary as we are recruiting for both Junior and Senior roles.

Key Duties and Responsibilities:
Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.
Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.
Respond to client queries and resolve issues promptly.
Engage with prospective clients to understand their financial needs and offer suitable products.
Sell products that align with clients’ needs and financial requirements.
Comply with legislative regulations and adhere to all compliance requirements.

What they offer:
Leads and infrastructure are provided.
Administrative support.
A lucrative remuneration structure that rewards dedication and hard work.
A supportive and dynamic work environment.
The chance to make a significant impact in clients’ lives through expert financial advice and health solutions.

  • Cape Town, South Africa ATripleA Recruitment and Temps Full time

    Role Purpose:The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments,...


  • Cape Town, South Africa Innovative Financial Advisor Services Full time

    **Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Metafin Financial Services Full time

    **Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

  • Financial Advisor

    5 days ago


    Cape Town, South Africa Cross Wealth Financial Services Full time

    Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Financial Wealth Capital Full time

    **Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Financial Advisor

    4 months ago


    Cape Town, South Africa RPO Recruitment Full time

    RPO Recruitment is currently seeking a motivated and experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible for providing financial guidance and recommendations to our clients. You will assess their financial situations, understand their goals and objectives, and develop personalized financial plans to help...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa RPO Recruitment Full time

    RPO Recruitment is seeking a skilled and experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment advice. You will assess their financial goals and objectives, analyze their current financial situation, and develop customized financial strategies to...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Financial Wealth Capital Full time

    The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...


  • Cape Town, South Africa Numeral Financial Services Group Full time

    Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...

  • Financial Advisors

    3 months ago


    Cape Town, South Africa RMV Solutions Pty Ltd Full time

    **Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...


  • Cape Town, South Africa Growmatter Financial Planning Full time

    Our reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Risk Free Solutions Full time

    ob description Risk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual’s reputation as...


  • Cape Town, South Africa Tsebo Group Full time

    **About Us**: The Specialised Manager will oversee and coordinate the daily workings of specialised cleaning operations. Responsible to maintain and deliver specialised cleaning services of a high standard to clients. Manage client relationships and actively seek out new sales opportunities with potential external clients. Cross selling of specialised...

  • Financial Advisor

    3 weeks ago


    Cape Town, South Africa ML3 Consulting Full time

    Financial Advisor We're seeking a self-motivated and results-driven Financial Advisor to join our growing team. As a commission-based advisor, you'll have the freedom to build your own client base and create your own schedule, with no set office hours. Your success will be directly tied to your ability to provide exceptional financial guidance and build...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Infinitum Finiancial Solutions Full time

    **Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Infinitum Finiancial Solutions Full time

    **Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...

  • Financial Advisor

    1 month ago


    Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

    Liberty is looking for Financial Advisors, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. Embark on a long term rewarding c...Minimum RequirementsMatric - Tertiary an adv. Clear ITC/Criminal record Reliable vehicle Valid driver's...

  • Financial Advisor

    6 days ago


    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking Financial Advisor to join our team.We are a company that values integrity, transparency, and ethical conduct. Our commitment to excellence drives us to continuously improve our processes and exceed expectations. We leverage technology and...

  • Financial Advisor

    1 week ago


    Cape Town, South Africa Innovative Full time

    **Financial Advisor** **Sales Role Western Cape** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive...

  • Financial Advisor

    3 months ago


    Cape Town, South Africa Leading National Insurer Full time

    **ATT: Long-Term Financial Advisors - Unleash Your Potential with Us** Are you a high-performing Financial Advisor seeking a rewarding opportunity to make your mark in the industry? Perhaps you're feeling underappreciated in your current role that doesn't provide the income that your talent deserves. Look no further - we're searching for driven...